Zachary Andrew Brotzman
Investment adviser representative at Coppell Advisory Solutions LLC
10 yearsExperience
1 stateRegistered in
$1.1BFirm assets
15 yearsFirm in business
Are you Zachary Andrew Brotzman? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Coppell Advisory Solutions LLCMar 2025 to now
- Iowa Retirement Benefits and SolutionsApr 2022 to now
- Bankers Life and CasualtyJun 2016 to Feb 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IA).
Coppell Advisory Solutions LLC
Legal name: Fusion Investment Advisors LLC
$1.1BAssets managed
8,850Clients
82Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8065742
- Firm CRD
- 156549